Tax Director - Trusts & Estates

Job description

**SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolution.** ### Responsibilities - Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. - Serves as a subject matter expert in discipline or industry. - Performs all tasks related to client service and sees that assignments are accomplished within budgeted time. - Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. - Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients. - Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner. - Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients. - Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. - Accurate and timely billing and collection processes are made. - Possesses a complete knowledge of the firms’ philosophy and its opinions on tax matters. - Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate. - Prepares other reports and projects as requested from time to time by the partners. - Researches and evaluates tax preparation and tax research software for recommendation to partners. - Participates in firm practice development efforts through involvement with referral sources, community and industry activities. - Occasional travel for work at clients’ offices, meetings, and seminars. - Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week. ### Qualifications - Seven to ten years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. - At least two (2) years' experience representing clients before taxing authorities. - A qualified applicant should have a strong working knowledge of fiduciary trust and estate income taxation, federal estate and gift taxation, as well as Washington estate taxation - Minimum one (1) year experience supervising and directing work of tax preparers. - Bachelor’s degree in accounting required, master’s degree in taxation preferred. - Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills. - A current and valid certified public accountant’s license is required. - Must be a member in good standing with the American Institute of CPAs. - **Supervisory Responsibilities:** - Responsible for the development, coaching and training of senior, semi-seniors and staff accountants. - Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs. - Participates in reviews and evaluations of the tax department.